+1,126.0%
CAT vs VRSN
+274.2%
+851.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.1% |
| 7D | +5.6% | -2.1% | +7.7% | +6.2% |
| 30D | -2.3% | -3.9% | +1.6% | -1.3% |
| 3M | -10.0% | -0.1% | -9.9% | -10.8% |
| 6M | +21.2% | +16.4% | +4.8% | +13.0% |
| YTD | +44.4% | +17.2% | +27.2% | +33.4% |
| 1Y | +96.3% | +1.0% | +95.3% | +91.3% |
| 3Y | +203.9% | +39.1% | +164.8% | +155.7% |
| 5Y | +333.5% | +29.0% | +304.5% | +266.4% |
| 10Y | +1,126.0% | +275.8% | +850.2% | +564.2% |
| All | +1,126.0% | +274.2% | +851.8% | +564.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling